A man named Jim Cramer, who talks about stocks on TV, said that Tesla's car that drives itself will be sold as a subscription in China. He thinks this is very good for Tesla and its price will go up because more people will want to buy it. Read from source...

1. Cramer's lack of understanding of Tesla's FSD technology and its potential implications for the company's future growth and profitability.
2. The use of hyperbole and exaggeration to describe Musk's deal as a "rabbit out of the hat" and a "terrific one," which undermines the credibility of his analysis.
3. The failure to acknowledge the existing competition in the FSD market, such as Waymo, Cruise, and Nvidia, who are also developing and testing their own autonomous driving solutions.
4. The overemphasis on the short-term impact of Musk's deal on Tesla's stock price and demand, rather than considering the long-term value creation for shareholders and society at large.
5. The neglect of the negative consequences of Tesla's price-cutting strategy in China, such as reduced margins, increased competition from local EV manufacturers, and potential consumer backlash due to perceived low quality or safety issues.

Bullish

Key points:
- Jim Cramer praises Elon Musk's deal with China for full self-driving subscription service
- Cramer says Tesla stock will keep running until all shorts are crushed
- Tesla shares rallied over 15% on Monday after the news
- Tesla's core EV fundamentals were on the wane amid slowing demand and eroding margins

Based on my analysis of Jim Cramer's article, I would recommend the following stocks and ETFs for potential investors:

1. TSLA - This is a high-growth stock with strong fundamentals and a visionary CEO who can execute innovative deals like the China FSD deal. The stock has significant upside potential as it continues to crush short sellers and expand its market share in EVs and autonomous driving technology. However, there are also risks involved, such as competition from other automakers, regulatory hurdles, and uncertainties in the global economy. Therefore, investors should only allocate a small percentage of their portfolio to TSLA and use a stop-loss order to limit their losses if the stock price drops significantly.
2. QQQ - This is an ETF that tracks the performance of the Nasdaq-100 index, which includes many technology companies such as Apple AAPL, Amazon AMZN, Google GOOG, and Microsoft MSFT. These are some of Tesla's main competitors in various markets, but they also represent strong growth opportunities for investors who believe in the long-term trend of digital transformation and innovation. However, QQQ is also subject to market volatility and sector rotations, so investors should monitor their position regularly and adjust it as needed.
3. ARKK - This is an ETF that invests in disruptive innovation companies that are likely to benefit from the advances in automation, artificial intelligence, biotechnology, energy storage, and other fields. The fund is managed by Cathie Wood, who has a proven track record of identifying future winners and generating impressive returns for her investors. However, ARKK is also a high-risk, high-reward play that can experience significant drawdowns during market corrections or periods of uncertainty. Therefore, investors should only invest in ARKK if they have a long-term horizon and a tolerance for volatility.